智通财经APP获悉，中银国际发布研报称，不论是在能源的绿色转型及人工智能的发展，铜都是重要的关键材料，估计全球铜的需求在2025至2030年能有2.6%的复合增长，预期供求格局会改善。根据现有新产能建设的时间表，该行估计铜的供应缺口将在2028年出现。
因此，该行看好30年代后期的铜价。中国的铜生产企业，除了能受惠于铜价上升以外，他们都能有销量的增加，因为他们都有新产能要上马。给予中国铜行业增持的首次评级。重申了五矿资源(01208)的买入评级，并上调了目标价。同时给予紫金矿业(02899)和洛阳钼业(03993)买入的首次评级。
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